Institutional Ownership Ishares S&P Midcap 400 Value E (IJJ)
This table provides information about the institutional ownership of Ishares S&P Midcap 400 Value E (IJJ). We have compiled data on the 908 institutions that hold shares in the stock, with a total of 42.1 Million shares, which have been reported (via 13F filing form) to have a value of $5.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
37,530
shares
|
$4.92 Million
0.09% of portfolio
|
Q1 2025
Added 22.24%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
37,427
shares
|
$4.91 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
36,352
shares
|
$4.77 Million
0.11% of portfolio
|
Q2 2025
Reduced 18.17%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
35,960
shares
|
$4.71 Million
0.43% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
35,868
shares
|
$4.7 Million
0.03% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
King Wealth
Saratoga Springs, NY |
Aug 08, 2025 Q2 2025 |
35,507
shares
|
$4.65 Million
0.6% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
34,849
shares
|
$4.57 Million
0.24% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
34,631
shares
|
$4.54 Million
0.11% of portfolio
|
Q4 2023
Reduced 0.88%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
34,520
shares
|
$4.53 Million
2.08% of portfolio
|
Q2 2022
Reduced 0.1%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
34,087
shares
|
$4.47 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
33,614
shares
|
$4.41 Million
3.18% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
33,533
shares
|
$4.4 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
33,424
shares
|
$4.38 Million
0.34% of portfolio
|
Q1 2025
Reduced 4.91%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
33,321
shares
|
$4.37 Million
0.12% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
Sierra Capital LLC
|
Aug 11, 2025 Q2 2025 |
32,958
shares
|
$4.32 Million
0.47% of portfolio
|
Q2 2025
Reduced 7.29%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
32,801
shares
|
$4.3 Million
0.9% of portfolio
|
Q2 2025
Added 821.89%
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
32,113
shares
|
$4.21 Million
1.35% of portfolio
|
Q2 2025
Reduced 5.43%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
31,963
shares
|
$4.19 Million
0.16% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
31,517
shares
|
$4.13 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Trail Ridge Investment Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
31,123
shares
|
$4.08 Million
1.95% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
30,854
shares
|
$4.04 Million
0.82% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
30,519
shares
|
$4 Million
0.05% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
29,955
shares
|
$3.93 Million
0.11% of portfolio
|
Q2 2020
Added 7.83%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
29,633
shares
|
$3.88 Million
0.55% of portfolio
|
Q3 2023
Reduced 0.85%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2025 Q2 2025 |
29,457
shares
|
$3.86 Million
0.47% of portfolio
|
Q2 2025
Reduced 1.26%
|